ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 335 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,298,670 | +0.2% | 84,252 | -0.0% | 2.68% | +4.1% |
| Q2 2023 | $6,287,972 | +7.4% | 84,278 | +2.4% | 2.57% | +0.5% |
| Q1 2023 | $5,856,192 | -5.3% | 82,319 | +0.5% | 2.56% | -10.6% |
| Q4 2022 | $6,183,050 | +13.4% | 81,927 | +1.5% | 2.86% | +1.7% |
| Q3 2022 | $5,452,231 | +1.0% | 80,714 | +4.6% | 2.81% | +4.3% |
| Q2 2022 | $5,397,487 | -17.0% | 77,129 | +0.2% | 2.70% | -3.9% |
| Q1 2022 | $6,503,569 | -2.1% | 76,938 | +0.4% | 2.81% | +5.1% |
| Q4 2021 | $6,640,454 | – | 76,600 | – | 2.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 59,051 | $4,786,000 | 3.62% |
| HC Advisors, LLC | 68,774 | $5,574,000 | 3.43% |
| Magnus Financial Group LLC | 153,112 | $12,410,000 | 2.70% |
| Stillwater Capital Advisors, LLC | 166,864 | $13,524,000 | 2.24% |
| Somerset Group LLC | 34,777 | $2,819,000 | 2.01% |
| Sowa Financial Group, Inc. | 31,519 | $2,555,000 | 1.89% |
| BEAM WEALTH ADVISORS, INC. | 25,057 | $2,031,000 | 1.75% |
| WJ Wealth Management, LLC | 5,393 | $437,000 | 1.35% |
| CIM, LLC | 97,948 | $8,234,000 | 1.34% |
| HCR Wealth Advisors | 94,314 | $7,644,000 | 1.33% |